Introduction letter to new clients of Platinum Financial

GUIDELINES

  1. Guidelines under construction!

SAMPLE LETTER

[Senders Name]
[Address line]
[State, ZIP Code]

[Letter Date]

[Recipients Name]
[Address line]
[State, ZIP Code]

[Subject: Normally bold, summarizes the intention of the letter] -Optional-


Dear [Recipients Name],

I would like to extend my sincerest thanks to you for trusting Platinum Financial enough to open a savings and checking account with us. We all look forward to establishing a long-term relationship with you and helping you achieve your financial goals.

If there is anything you need regarding your account, please do not hesitate to give me a call at my direct line at 333-1224. I would be more than happy to answer all your questions and walk you through any processes or transactions that you may be unfamiliar to you.

I hope that we can satisfy all your banking needs. Again, thank you.

Sincerely,

[Senders Name]
[Senders Title] -Optional-

[Enclosures: number] - Optional -
cc: [Name of copy recipient] - Optional -